FedEx signed a memorandum of understanding with Hong Kong Customs on the facilitation of cross-border express customs clearance. FedEx announced that it signed a memorandum of understanding with Hong Kong Customs on the facilitation of cross-border express customs clearance (CEFA) yesterday and became the first company to join the memorandum of understanding, which is expected to benefit from stable and efficient customs clearance procedures. CEFA aims to improve the efficiency of customs clearance of cross-border cargoes from the Mainland to Hong Kong. According to the Memorandum of Understanding, the Customs and Excise Department will provide customs clearance service for imported cargoes transported from the Mainland to Hong Kong at one of the FedEx service stations in the urban area of Hong Kong, and arrange for imported cargoes currently transported to Hong Kong by FedEx Guangzhou Asia-Pacific transshipment center to be transported by cross-border trucks equipped with electronic locks (E-locks) and global positioning systems (GPS).Yu Chengdong Tik Tok rose more than 400,000 yuan overnight. On the evening of 12th, Yu Chengdong registered Tik Tok account, and the authentication information was displayed as "Managing Director of Huawei, Chairman of BG& BU, a terminal smart car solution". As of the 13th, the powder rose by over 400,000 overnight. (Oriental Finance)The organization looks forward to the semiconductor industry in 2025: the AI replacement tide leads the growth, and the semiconductor ETF(512480) may usher in new development opportunities. On December 13, the semiconductor ETF(512480) closed down by 1.38%, with a turnover of 1.671 billion yuan. The constituent stocks are mixed, and Zhaoyi Innovation leads the rise. In terms of decline, SMIC led the decline. CICC said that after the boom in 2024, it is expected that the inventory of the semiconductor industry will stabilize and the relationship between supply and demand will be more balanced in 2025. With the gradual landing of AI cloud and end demand, domestic semiconductor elements will usher in new development opportunities. In addition, the AI-changing tide has a pulling effect on the downstream demand of the semiconductor design sector, which is expected to accelerate the growth of the semiconductor design sector in 2025 and inject new vitality into the industry.
CEO of Cloud Whale Intelligence responded to layoffs: In order to optimize the organizational structure, it was streamlined from 1,600 to 1,400. Zhang Junbin, CEO of Cloud Whale Intelligence, recently issued a statement in a circle of friends, responding to previous reports of layoffs: "The company's personnel adjustment is to optimize the organizational structure and improve organizational efficiency." According to Zhang Junbin, the company was downsized from the original 1,600 to 1,400, which was not a large-scale layoff. Previously, a number of insiders and employees of Cloud Whale Intelligence revealed to Sina Technology that the company has recently started a major layoff. This round of layoffs involves a wide range of business departments, including development departments, testing departments, etc., and in groups, some groups directly cut their staff by half, and extreme groups cut their staff by 65%. In addition, the company's 12 director-level leaders, three of whom left in the past year, "is very mobile." (Sina Technology)The exposure of Xiaomi Auto to the sea is accelerated, and overseas sales will be carried out around the local Xiaomi Home store. Many sources say that Xiaomi Auto is preparing to build a car business to the sea. The international department of Xiaomi Group has added a preparation team for the sea sales business, and is recruiting positions such as market research, project management and electric vehicle after-sales engineers. Under the Ministry of Automobile, Xiaomi's autonomous driving department has added a number of jobs for overseas markets to solve the problem of overseas legal verification and function landing of autonomous driving function. It is foreseeable that autonomous driving will be one of the key points of Xiaomi Automobile's betting on the sea. The report quoted people familiar with the matter as saying that after the formation of the team, Xiaomi will sell small quantities of cars overseas in recent years to test the market reaction and prepare for the large-scale development of the sea business. The overseas sales of Xiaomi Automobile will mainly rely on the Xiaomi Home store under the International Department. At present, Xiaomi has more than 100 direct stores overseas. In July this year, Lei Jun replied, "When can I buy Xiaomi cars in France?" The goal is to sell Xiaomi brand cars in Europe before 2030. Judging from the speed of the formation of Xiaomi Auto's sea team, this progress is likely to be accelerated. (36Kr Auto)AI glasses ushered in the limelight, and Google reached a cooperation with domestic manufacturers. According to the news, on December 13, at the Android XR conference, Google reached a strategic cooperation with domestic consumer-grade AR glasses manufacturer XREAL to jointly build the Android XR ecosystem. According to media reports, OPPO, vivo, Huawei, Tencent and ByteDance are all evaluating the AI glasses project. In addition, a number of listed companies said on the investor question and answer platform that they have corresponding technology or product reserves in AI glasses. Huaxin Securities Research Report pointed out that AI glasses have become a new outlet in the smart wear market, or lead the next generation of terminal revolution. AI glasses not only have the effect of virtual vision enhancement, but also realize real-time analysis of user behavior and environment by integrating artificial intelligence algorithms, providing more accurate and personalized services. AI glasses also improve comfort and prolong wearing time in design and portability. At the same time, it provides a more natural and convenient interactive experience innovation through various sensing technologies. With the gradual reduction of costs, AI glasses are expected to be further widely used. According to the report of Wellsenn XR, it is estimated that after 2030, the AI+AR smart glasses industry will enter a period of rapid development; By 2035, AI+AR smart glasses will eventually replace traditional smart glasses, and the global sales of AI+AR smart glasses will reach 1.4 billion units, which is equivalent to the size of smart phones and will become the next generation general computing platform and terminal. (Securities Times)
Malaysia Airlines and Uzbekistan Airlines resumed code sharing agreement.According to the data released by Shanghai Steel Union, the price of battery-grade lithium carbonate (in early trading) dropped by 100 yuan compared with the previous day, with an average price of 76,350 yuan/ton.US media: Hamas may agree to temporarily stay in Gaza after the ceasefire of the Israeli army. On the 12th, the US media reported that the Palestinian Islamic Resistance Movement (Hamas) had softened its negotiating position and might agree to temporarily stay in Gaza after the ceasefire. Hamas has not yet responded to this news. (Xinhua News Agency)
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
12-14
Strategy guide 12-14